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To: Pierre-X who wrote (1622)	11/24/1997 12:38:00 AM
From: Gus	Read Replies (1) \| Respond to of 9256

PX, I cobbled those numbers together from various sources over a period of time. The 2.5 million unit shipments in the September quarter, for example, came from this post on the SEG thread. techstocks.com The 12 million capacity came from one of the trades, although, I don't remember anymore which one. I trust you are just using those as starting points to get better data? My experience is that the pros shorting these stocks have the best proprietary estimates on things like capacity, build plans, etc Regards, Gus